PORTFOLIO PLANNER
Manage and plan your future by exploring scenarios – from property and non-property asset purchases and sales, loan repayments and income. Set your retirement goal and see if you are on track.
Will my portfolio get me to retirement?
30-year projection vs your target
What if I buy another property?
Scenario modelling before you commit
How fast am I paying down debt?
Debt reduction trajectory tracking
Should I change my strategy?
Cashflow forecasting with growth rates
Real projections from founder's property portfolio
Portfolio Projection
2026 to 2056
Projected position at retirement (2043)
Cashflow Components
Monthly cashflow breakdown - 2026 to 2056
Debt & Mortgage Paydown
Loan balance trajectory - 2026 to 2056
Debt Clearance Milestones
Pricing
Set your retirement target. See if you're on track. Adjust your strategy – all for the same price as Portfolio.
Set your retirement target. See if you're on track. Adjust your strategy.
Add-on to Portfolio Manager – supercharge your strategy
Plan your path to retirement
Set your retirement age and income target. Planner shows whether your portfolio gets you there – or falls short.
Project your portfolio forward 5, 10, 20, or 30 years and see if your current strategy hits your number.
Change growth rates, interest rates, or add a future purchase – instantly see how each decision shifts your trajectory.
Model selling underperformers, refinancing, paying down debt faster, or buying your next property before you commit.
Built by an investor, for investors. Lachlan MacDonald uses Planner to track his retirement trajectory across 5 properties.
$5/mo to know if you're on track – or what to change.